Lone Pine Capital portfolio · 2021-03-31
Disclosed long book
$27.08 billion
Long positions
38
Calls / puts
0 / 0
Top 5 concentration
31.5%
Longs with AI data
0 / 38
Average AI 1Y
—
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
SHOPIFY INC SHOPIFY INC · CL A · 82509L107 | LONG | 1,712,490 | $1.89 billion | 7.0% | REDUCED | — | 1Y — 5Y — |
MICROSOFT CORP MICROSOFT CORP · COM · 594918104 | LONG | 7,824,597 | $1.84 billion | 6.8% | INCREASED | — | 1Y — 5Y — |
META PLATFORMS INC META PLATFORMS INC · CL A · 30303M102 | LONG | 5,662,359 | $1.67 billion | 6.2% | INCREASED | — | 1Y — 5Y — |
L BRANDS INC L BRANDS INC · COM · 501797104 | LONG | 26,265,094 | $1.62 billion | 6.0% | UNCHANGED | — | 1Y — 5Y — |
AMAZON COM INC AMAZON COM INC · COM · 023135106 | LONG | 481,744 | $1.49 billion | 5.5% | INCREASED | — | 1Y — 5Y — |
SNAP INC SNAP INC · CL A · 83304A106 | LONG | 24,015,574 | $1.26 billion | 4.6% | INCREASED | — | 1Y — 5Y — |
ADOBE INC ADOBE INC · COM · 00724F101 | LONG | 2,622,406 | $1.25 billion | 4.6% | INCREASED | — | 1Y — 5Y — |
UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC · COM · 91324P102 | LONG | 3,146,574 | $1.17 billion | 4.3% | REDUCED | — | 1Y — 5Y — |
COUPA SOFTWARE INC COUPA SOFTWARE INC · COM · 22266L106 | LONG | 4,151,913 | $1.06 billion | 3.9% | REDUCED | — | 1Y — 5Y — |
MERCADOLIBRE INC MERCADOLIBRE INC · COM · 58733R102 | LONG | 715,152 | $1.05 billion | 3.9% | INCREASED | — | 1Y — 5Y — |
NETFLIX INC NETFLIX INC · COM · 64110L106 | LONG | 1,828,120 | $953.7 million | 3.5% | REDUCED | — | 1Y — 5Y — |
DOORDASH INC DOORDASH INC · CL A · 25809K105 | LONG | 6,723,551 | $881.7 million | 3.3% | INCREASED | — | 1Y — 5Y — |
GLOBAL PMTS INC GLOBAL PMTS INC · COM · 37940X102 | LONG | 4,245,296 | $855.8 million | 3.2% | REDUCED | — | 1Y — 5Y — |
DEXCOM INC DEXCOM INC · COM · 252131107 | LONG | 2,373,148 | $852.9 million | 3.1% | INCREASED | — | 1Y — 5Y — |
MATCH GROUP INC NEW MATCH GROUP INC NEW · COM · 57667L107 | LONG | 6,204,685 | $852.4 million | 3.1% | INCREASED | — | 1Y — 5Y — |
SERVICENOW INC SERVICENOW INC · COM · 81762P102 | LONG | 1,478,725 | $739.5 million | 2.7% | INCREASED | — | 1Y — 5Y — |
FARFETCH LTD FARFETCH LTD · ORD SH CL A · 30744W107 | LONG | 13,681,330 | $725.4 million | 2.7% | INCREASED | — | 1Y — 5Y — |
MASTERCARD INCORPORATED MASTERCARD INCORPORATED · CL A · 57636Q104 | LONG | 2,031,733 | $723.4 million | 2.7% | REDUCED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 3,145,145 | $714.1 million | 2.6% | REDUCED | — | 1Y — 5Y — |
ICICI BANK LIMITED ICICI BANK LIMITED · ADR · 45104G104 | LONG | 43,155,826 | $691.8 million | 2.6% | NEWLY REPORTED | — | 1Y — 5Y — |
CARVANA CO CARVANA CO · CL A · 146869102 | LONG | 2,408,209 | $631.9 million | 2.3% | REDUCED | — | 1Y — 5Y — |
ATLASSIAN CORP PLC ATLASSIAN CORP PLC · CL A · G06242104 | LONG | 2,974,571 | $626.9 million | 2.3% | REDUCED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 6,541,966 | $545.2 million | 2.0% | REDUCED | — | 1Y — 5Y — |
WORKDAY INC WORKDAY INC · CL A · 98138H101 | LONG | 2,153,463 | $535.0 million | 2.0% | NEWLY REPORTED | — | 1Y — 5Y — |
BILIBILI INC BILIBILI INC · SPONS ADS REP Z · 090040106 | LONG | 4,200,332 | $449.7 million | — | REDUCED | — | 1Y — 5Y — |
BILL COM HLDGS INC BILL COM HLDGS INC · COM · 090043100 | LONG | 2,820,713 | $410.4 million | 1.5% | INCREASED | — | 1Y — 5Y — |
STONECO LTD STONECO LTD · COM CL A · G85158106 | LONG | 6,534,257 | $400.0 million | 1.5% | INCREASED | — | 1Y — 5Y — |
NUANCE COMMUNICATIONS INC NUANCE COMMUNICATIONS INC · COM · 67020Y100 | LONG | 9,009,792 | $393.2 million | 1.5% | UNCHANGED | — | 1Y — 5Y — |
SNOWFLAKE INC SNOWFLAKE INC · CL A · 833445109 | LONG | 1,267,426 | $290.6 million | 1.1% | INCREASED | — | 1Y — 5Y — |
BLUEPRINT MEDICINES CORP BLUEPRINT MEDICINES CORP · COM · 09627Y109 | LONG | 2,709,138 | $263.4 million | 1.0% | UNCHANGED | — | 1Y — 5Y — |
ASCENDIS PHARMA A/S ASCENDIS PHARMA A/S · SPONSORED ADR · 04351P101 | LONG | 1,436,981 | $185.2 million | 0.7% | INCREASED | — | 1Y — 5Y — |
ARGENX SE ARGENX SE · SPONSORED ADR · 04016X101 | LONG | 546,259 | $150.4 million | 0.6% | INCREASED | — | 1Y — 5Y — |
FATE THERAPEUTICS INC FATE THERAPEUTICS INC · COM · 31189P102 | LONG | 1,749,284 | $144.2 million | 0.5% | INCREASED | — | 1Y — 5Y — |
INSULET CORP INSULET CORP · COM · 45784P101 | LONG | 380,690 | $99.3 million | 0.4% | NEWLY REPORTED | — | 1Y — 5Y — |
MONGODB INC MONGODB INC · CL A · 60937P106 | LONG | 131,371 | $35.1 million | 0.1% | REDUCED | — | 1Y — 5Y — |
ZYMEWORKS INC ZYMEWORKS INC · COM · 98985W102 | LONG | 976,735 | $30.8 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
FORMA THERAPEUTICS HLDGS INC FORMA THERAPEUTICS HLDGS INC · SHS · 34633R104 | LONG | 800,000 | $22.4 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
QUALTRICS INTL INC QUALTRICS INTL INC · COM CL A · 747601201 | LONG | 650,000 | $21.4 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |